 强生JNJ |
| 5.33% | 5.75% | $1,153.5万 | 4.5万股 | $1,128.5万 | 4.6万股 | -748股-1.62% | 减仓 |
 苹果AAPL |
| 5.11% | 4.76% | $1,106.5万 | 3.8万股 | $934.3万 | 3.7万股 | +1,428股+3.88% | 加仓 |
 TJXTJX |
| 4.82% | <0.01% | $1,043.4万 | 6.9万股 | $1,182 | 7.0万股 | -1,149股-1.64% | 减仓 |
 可口可乐KO |
| 3.82% | 3.99% | $826.7万 | 10.2万股 | $783.3万 | 10.3万股 | -1,280股-1.24% | 减仓 |
 好市多COST |
| 3.42% | 3.92% | $740.4万 | 7,915股 | $770.5万 | 7,733股 | +182股+2.35% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.28% | 3.75% | $709.3万 | 9.1万股 | $736.7万 | 9.4万股 | -2,910股-3.10% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.2% | 3.96% | $691.7万 | 11.9万股 | $778.1万 | 13.3万股 | -1.4万股-10.58% | 减仓 |
 微软MSFT |
| 3.05% | 3.19% | $659.7万 | 1.8万股 | $627.0万 | 1.7万股 | +746股+4.40% | 加仓 |
 家得宝HD |
| 2.69% | 2.82% | $583.1万 | 1.7万股 | $553.8万 | 1.7万股 | -305股-1.81% | 减仓 |
 摩根大通JPM |
| 2.51% | 2.47% | $542.3万 | 1.7万股 | $485.1万 | 1.6万股 | +77股+0.47% | 加仓 |
 埃克森美孚XOM |
| 2.39% | 3.24% | $517.3万 | 3.8万股 | $636.0万 | 3.7万股 | +354股+0.94% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.3% | 2.38% | $497.9万 | 9,950股 | $466.7万 | 9,740股 | +210股+2.16% | 加仓 |
 AMGEN COMAMGN |
| 2.17% | 2.32% | $469.9万 | 1.3万股 | $455.5万 | 1.3万股 | +31股+0.24% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.04% | 2.22% | $440.5万 | 8.4万股 | $436.9万 | 8.3万股 | +940股+1.13% | 加仓 |
 思科CSCO |
| 2.02% | 1.47% | $437.8万 | 3.7万股 | $288.4万 | 3.7万股 | +100股+0.27% | 加仓 |
 谷歌AGOOGL |
| 1.89% | 1.92% | $409.4万 | 1.1万股 | $376.4万 | 1.3万股 | -1,634股-12.48% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.84% | 2.09% | $399.0万 | 5.0万股 | $409.9万 | 5.2万股 | -1,220股-2.36% | 减仓 |
 DANAHER DEL COMDHR |
| 1.78% | 1.98% | $385.4万 | 2.0万股 | $389.6万 | 2.1万股 | -315股-1.53% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.75% | 1.97% | $377.7万 | 4.6万股 | $387.9万 | 4.7万股 | -1,175股-2.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.68% | 1.52% | $362.7万 | 1.0万股 | $298.8万 | 1.0万股 | -150股-1.44% | 减仓 |
 美国运通AXP |
| 1.67% | 1.64% | $361.0万 | 1.1万股 | $322.8万 | 1.1万股 | 00.00% | 持仓不变 |
 SYSCO COMSYY |
| 1.64% | 1.63% | $355.8万 | 4.3万股 | $320.5万 | 4.5万股 | -2,370股-5.27% | 减仓 |
 雷神技术RTX |
| 1.55% | 1.72% | $335.3万 | 1.8万股 | $337.1万 | 1.7万股 | +198股+1.13% | 加仓 |
 宝洁PG |
| 1.53% | 1.71% | $330.6万 | 2.3万股 | $335.8万 | 2.3万股 | -702股-3.02% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.51% | — | $327.2万 | 4,382股 | $0 | 0股 | +4,382股 | 新买入 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.48% | 1.61% | $321.0万 | 5.4万股 | $316.4万 | 5.3万股 | +1,299股+2.45% | 加仓 |
 百事可乐PEP |
| 1.42% | 1.76% | $308.2万 | 2.3万股 | $345.4万 | 2.2万股 | +520股+2.34% | 加仓 |
 雪佛龙CVX |
| 1.38% | 1.89% | $297.8万 | 1.8万股 | $371.7万 | 1.8万股 | 00.00% | 持仓不变 |
 纽柯钢铁NUE |
| 1.19% | 1.01% | $258.2万 | 1.2万股 | $198.2万 | 1.2万股 | -130股-1.11% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 1.18% | 1.29% | $255.6万 | 4.4万股 | $252.9万 | 4.4万股 | +313股+0.71% | 加仓 |
 艾默生电气EMR |
| 1.16% | 1.17% | $251.3万 | 1.8万股 | $230.0万 | 1.8万股 | 00.00% | 持仓不变 |
 ADPADP |
| 1.16% | 1.32% | $251.0万 | 1.1万股 | $258.4万 | 1.3万股 | -1,512股-11.89% | 减仓 |
 REPUBLIC SVCSRSG |
| 1.09% | 1.23% | $235.4万 | 1.1万股 | $242.4万 | 1.1万股 | -20股-0.18% | 减仓 |
 迪士尼DIS |
| 1.08% | 1.19% | $233.0万 | 2.4万股 | $233.9万 | 2.4万股 | -55股-0.23% | 减仓 |
 Elevance健康ELV |
| 0.96% | 0.82% | $208.0万 | 5,378股 | $161.0万 | 5,498股 | -120股-2.18% | 减仓 |
 杜克能源DUK |
| 0.96% | 0.97% | $206.9万 | 1.6万股 | $191.1万 | 1.5万股 | +1,750股+11.99% | 加仓 |
| IiShares安硕信托TIP |
| 0.95% | 1.05% | $204.8万 | 1.9万股 | $206.5万 | 1.9万股 | 00.00% | 持仓不变 |
 道明尼能源D |
| 0.89% | 0.83% | $193.0万 | 2.8万股 | $162.4万 | 2.6万股 | +2,000股+7.62% | 加仓 |
 默沙东MRK |
| 0.84% | 0.87% | $182.1万 | 1.4万股 | $169.9万 | 1.4万股 | +50股+0.35% | 加仓 |
| V先锋领航指数基金VXF |
| 0.79% | 0.7% | $170.2万 | 6,913股 | $137.9万 | 6,701股 | +212股+3.16% | 加仓 |
 联合太平洋铁路UNP |
| 0.77% | 0.75% | $166.1万 | 6,105股 | $148.1万 | 6,105股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 0.74% | 0.7% | $160.7万 | 2.7万股 | $138.3万 | 2.7万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.71% | 1.59% | $154.5万 | 6,902股 | $311.8万 | 1.4万股 | -6,892股-49.96% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.7% | — | $152.3万 | 6,888股 | $0 | 0股 | +6,888股 | 新买入 |
 摩根士丹利MS |
| 0.69% | 0.6% | $149.9万 | 7,170股 | $118.2万 | 7,185股 | -15股-0.21% | 减仓 |
 Camden地产CPT |
| 0.67% | 0.63% | $145.2万 | 1.3万股 | $123.8万 | 1.3万股 | 00.00% | 持仓不变 |
 Phillips 66PSX |
| 0.59% | 0.7% | $127.2万 | 7,522股 | $137.0万 | 7,522股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.56% | 0.74% | $121.7万 | 5.1万股 | $145.4万 | 5.2万股 | -1,233股-2.38% | 减仓 |
 史赛克SYK |
| 0.55% | 0.64% | $119.9万 | 3,808股 | $125.1万 | 3,808股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.52% | 0.69% | $112.5万 | 1.2万股 | $134.7万 | 1.3万股 | -715股-5.45% | 减仓 |
